Retiring the 4% Rule A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. Share | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content When Life Insurance Becomes Taxable Life insurance proceeds are generally tax-free. But not in all cases. Investments You’ve made investments your whole life. Work with us to help make the most of them. The Cost of Medical Care Learn about the risks of not having health insurance in this informative article.